Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership847,227 shares
Latest Disclosed Value $ 56,823,489
LPL Financial LLC reports 8.79% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 847,227 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $56,823,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 778,743 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 8.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 847,227 68,484 8.79 56,823 13.46 0.0151
2026-02-11 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 778,743 55,191 7.63 50,081 0.59 0.0137
2025-11-12 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 723,552 33,938 4.92 49,788 30.29 0.0145
2025-08-12 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 689,614 520,194 307.04 38,212 36.21 0.0127
2025-05-07 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 169,420 18,148 12.00 28,054 4.97 0.0109
2025-02-11 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 151,272 12,435 8.96 26,725 38.13 0.0109
2024-11-08 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 138,837 11,634 9.15 19,348 24.07 0.0086
2024-08-07 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 127,203 9,070 7.68 15,595 18.18 0.0078
2024-05-10 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 118,133 49,128 71.19 13,197 130.70 0.0071
2024-02-14 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 69,005 11,166 19.31 5,721 14.26 0.0035
2023-11-13 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 57,839 5,329 10.15 5,007 14.79 0.0035
2023-07-31 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 52,510 6,406 13.89 4,362 14.58 0.0031
2023-05-10 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 46,104 19,048 70.40 3,806 94.48 0.0030
2023-02-07 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 27,056 17,166 173.57 1,957 209.65 0.0017
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,890 531 5.67 632 22.72 0.0006
2022-08-12 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,359 -3,929 -29.57 515 -41.21 0.0005
2022-05-16 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 13,288 -2,991 -18.37 876 -32.25 0.0008
2022-02-14 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 16,279 -1,938 -10.64 1,293 13.82 0.0011
2021-11-15 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 18,217 7,362 67.82 1,136 59.33 0.0011
2021-08-13 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,855 176 1.65 713 -8.59 0.0007
2021-05-14 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,679 154 1.46 780 21.68 0.0009
2021-02-12 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,525 -146 -1.37 641 24.22 0.0008
2020-11-09 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,671 -251 -2.30 516 13.16 0.0008
2020-08-13 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,922 2,130 24.23 456 20.00 0.0008
2020-05-14 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,792 127 1.47 380 -5.94 0.0008
2020-02-14 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,665 -5,178 -37.41 404 -45.55 0.0007
2019-11-13 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 13,843 -1,067 -7.16 742 -9.07 0.0015
2019-08-09 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 14,910 -1,874 -11.17 816 -6.53 0.0017
2019-05-08 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 16,784 -1,134 -6.33 873 -10.46 0.0020
2019-02-07 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 17,918 -5,663 -24.02 975 -25.23 0.0026
2018-11-14 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 23,581 -1,974 -7.72 1,304 -20.78 0.0031
2018-08-14 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 25,555 11,669 84.03 1,646 76.23 0.0043
2018-05-15 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 13,886 5,245 60.70 934 82.42 0.0026
2018-02-14 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 8,641 -194 -2.20 512 28.64 0.0016
2017-11-14 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 8,835 2,301 35.22 398 62.45 0.0014
2017-08-14 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 6,534 6,534 245 0.0009
2017-05-15 2017-03-31 13F INTERACTIVE BROKERS COM 45841N107 0 -5,524 -100.00 0 -100.00
2017-02-13 2016-12-31 13F INTERACTIVE BROKERS COM 45841N107 5,524 5,524 205 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.